Yan Yeung

Financial Consultant at Fidelity Investments

Role: Financial Consultant at Fidelity Investments
Location: Cincinnati, OH, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Financial Consultant
Fidelity Investments
Sep 2023 — Present

Education

Indiana University Bloomington
Bachelor of Science (B.S.)
2010 — 2013
Kaplan University
CFP Program
2017 — 2019
Murray State University
International Business
2007 — 2008

Skills

Marketing Strategy
Efficiency
Microsoft Word
Microsoft Office
Sales
Project Management
Marketing
Event Planning
Organization
Teamwork
Word
Hospitality
Communication
Work in a Fast Paced Environment
Team Building
Management
Strategic Planning
Strategy
Self-Driven
Leadership
Time Management
Highly Detail Oriented
Product Development
Market Research
Analysis
Editing
Detailed Organization
Social Networking
Retail
Social Media
Customer Service
Research
Illustrator
Microsoft Excel
Powerpoint
Negotiation
Excel

Contact information

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Work email
•••••@fidelity.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Fidelity Investments

Financial Services · 85K employees · Founded 1946 · Boston, Massachusetts, United States

Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of $15.0 trillion, including discretionary assets of $5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms

fidelity.com

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Experience

Financial Consultant

Education

Indiana University Bloomington

Kaplan University

Murray State University

Skills

Find verified contacts for anyone on LinkedIn